Unlock the Firm Youve Always Wanted


Why We Use Canopy
Berg Advisors

Client Management

You’re only as happy as your unhappiest client.

Keep clients engaged and satisfied with systems that help you deliver 5-star experiences.

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Client List

One list to rule them all, and all of the views, filters, and information you need.

Client Portal

Branded, secure, multi-functional. Available on the web or as an app.

Email Management

Send, view, organize, and act on all email communications from within Canopy.

Internal Communication

Conversations in every contextemail, projects, documents, clients.


Your firm's and clients' data are protected by best in class standards.


Govern users' abilities and ensure a clean space with roles, permissions, and notifications

Document Management

Wasting time and energy wrangling document sprawl?

Stop that and do it better with Canopy.

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Document Storage

Easily upload, store, and manage (unlimited amount) internal and client documents.

File Organization

Separate internal & client docs, use folder templates, and share with clients.

Document Interaction

Preview, edit, collaborate on, annotate, adjust, combine, and work on files.

Sharing & Access

Manage permissions, share with individuals or teams, and save docs from emails.

Integrated eSignature

Gather eSignatures with a secure link or verify identity with a KBA.

Client Portal

Easily collect and manage files from and with clients on the web or mobile app.


Less Clicking. More Doing.

Canopy Workflow helps you focus your time on the right things.

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Project Management

Create and manage tasks, assign staff, record notes, get updates and more.

Process Management

Utilize templates, perform bulk actions, and set up recurring tasks.


Automate conditions & actions on standalone tasks & subtasks or in templates.

Productivity Management

Set and track time on each task and view productivity reports for your team.

Views & Filters

Drill down on and save desired views of the work happening in your firm.

Mobile Apps

You can view and manage tasks on the go. Your clients can follow a to-do list.

Time & Billing

Time is literally money.

Manage & track them both with Canopy.

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Time Tracking

Track & manage time entries & budgets to build invoices & valuable reports.


Create & manage one-time/recurring invoices, apply service items, & send reminders.


Organize, save, and export valuable insights to make better business decisions.


Integrate Canopy Payments to process and record client payments in Canopy.

QBO Integration

Build service items, locations, categories & classes in QBO and sync in Canopy.

Client Mobile App

Clients can view & pay invoices or review payment history on a mobile device.

Transcripts & Notices

Get all of the data with none of the hassle.

Be in the know before your client gets snail mail.

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One Time IRS Login

No more daily or hourly logins. Set up your credentials, and that's it.

At-a-Glance Transcripts

Years of data summarized into one easy-to-read table.

Version Comparison

Easily identify discrepancies between old and new transcripts.

Automated Transcript Pulling

Set it and forget it. Canopy will make the data request and update the table.

Notice Template Library

There are new notices all the time. Always know what to do with our work templates

Letter Templates

Don't waste time writing letters. Just review and edit our templates instead.


A Competitive Edge


Canopy’s suite operates on a modern, cloud-based platform that brings live updates to your systems when needed. With a customizable suite entirely based on the needs of your firm, Canopy unlocks the path to success through industry-leading practice management software.

See all the differences and advantages of using Canopy by checking out our comparison pages.


Industry-Best Customer Support


Our customers are at the heart of what we do and we want to support them in every way that we can. With Canopy, you’ll get award-winning customer service (2022 CCW Excellence Award, Silver Stevie Award, and Top 10 Accounting Practice Management, and multiple other awards from G2) to help you unlock the firm you’ve always wanted.


Time Is Money


Practice management software shouldn’t waste your time with long load times and frequent crashes. Canopy’s purpose-built platform boasts a 99.99% uptime—enabled by our updated modules and reliable features that help you execute work faster, especially during busy seasons.


Optimized Client Interactions


Your revenue hinges on an excellent client experience. Canopy’s customizable client portal is easy to access via the web and a mobile app, and is the center for all client interactions—whether it’s document uploads and eSignatures, client requests and organizers, or invoices and payments.

“We really appreciate the support team that were assigned to us for implementation. The transition from our previous software was seamless. Their customer support has been very helpful.”

Nathan G. / Small Business

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“I switched to Canopy because they were able to offer all the services I needed for my practice in one application... They provide simple to use solutions for CRM, communication, client portal, and workflow management... Canopy makes it possible for all my clients to be under one "CANOPY". ”

Danny N. / Founding Partner

“I'm elated to have Canopy as a portal to allow my clients to easily upload their documents. Most clients have welcomed the shift to using Canopy as it is user friendly.”

Lisa B. / Owner

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“Having a secure online portal made the need to meet face to face not necessary. Our firm is trying to determine if being 100% virtual is possible. Without Canopy, we couldn't even have that conversation.”

Jon F. / CEO

“Canopy's features are amazing, but the best thing about them is their response to consumer feedback, willingness to adapt their software, and support staff.”

Cassandra H. / Office Manager

“You get everything all in one. Communications, data management, workflow and billing. All of it flows incredibly well into each other and maximizes efficiency.”

Adam R. / Payroll Professional

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“We really appreciate the support team that were assigned to us for implementation. The transition from our previous software was seamless. Their customer support has been very helpful.”

Nathan G. / Small Business

They like us. They really really like us.

Based on 800+ reviews across these platforms


4.6 stars on G2.com

45 stars
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4.5 stars on Capterra

45 stars
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4.5 stars on GetApp

45 stars
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